Add a Fund to a Project

You can add funds directly to projects. This is the best way to add a fund if you know it will only be used on one project.

To add a fund to a project:

In the object selector, select a project.
In the sidebar, hover over  Cost and Funds, and select Project Funds.
In the the Status view, select  Add.
In the new row, complete these required fields:
- Name: The name of the fund.
- ID: A unique ID for the fund.
- Total: The total amount of money in the fund.
Complete the other fields as necessary.
Refer to Fund Fields for information on each field.
Select Save.

Tips

To add and remove columns on this view, select  Settings.
To choose which currency to view funds, go to  Settings and select the Currency tab.